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Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Accept Offer" in SweepBright.
You’re connected!
Zapier seamlessly connects Pipedrive and SweepBright, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Copy
- FilterRequired
- Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Filter ID
- Status
- Board ID
- Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PersonRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IdRequired
- Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FollowerRequired
- Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project
- Pin note to organization
- Lead
- Pin note to lead
- Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization to UpdateRequired
- Organization Name
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
- Activity Type
- Created After
- Due Date After
- Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search By
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Visit Canceled
Triggers when a visit has been canceled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Visit Updated
Triggers when a visit has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Accepted
Triggers when an Offer is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Cancelled
Triggers when an Offer is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Created
Triggers when an Offer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Restored
Triggers when an Offer is restored.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Owner Created
Triggers when a new owner is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Property Folder
Triggers when a Property folder document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BuyersRequired
- Buyer Fee FixedRequired
- Buyer Gross Amount
- Buyer Fee PercentageRequired
- CurrencyRequired
- DirectionRequired
- Owner Fee FixedRequired
- Owner Net Amount
- Owner Fee PercentageRequired
- Notes
- OwnersRequired
- Parent Offer ID
- Property IDRequired
- Valid Until
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Label IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- LabelsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
- Office ID
- Contact Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
- Office ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization
- Deal
- Lead
- Project
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization
- Deal
- Lead
- Project
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search TermRequired
- Exact Match?
- Assignee
- ProjectRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Property Created or Updated
Triggers when a property is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Created
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Visit Scheduled
Triggers when a new visit has been scheduled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Valuation
Triggers when a valuation document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Archived
Triggers when an Offer is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Changed
Triggers when an Offer is changed in any way.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Refused
Triggers when an Offer is refused.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer Updated
Triggers when an Offer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Owner Updated
Triggers when an owner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Property Status Changed
Triggers when property status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- LabelsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Property IDRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Property ID
- Company
- E-Mail AddressRequired
- First Name
- Last NameRequired
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Team
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Office IDRequired
- TypeRequired
- StatusRequired
- Negotiator EmailRequired
- Transaction TypeRequired
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- CountryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Property IDRequired
- Relation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Buyers
- Buyer Fee Fixed
- Buyer Gross Amount
- Buyer Fee Percentage
- Currency
- Direction
- Owner Fee Fixed
- Owner Net Amount
- Owner Fee Percentage
- Offer IDRequired
- Notes
- Owners
- Valid Until
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offer IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
- Office IDRequired
- Contact TypeRequired
- E-mail AddressRequired
- Language
- First Name
- Last NameRequired
- Phone Number
- Pronouns
- External Source
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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